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SEI Investments Co

SEIC
Exchange
Nasdaq
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0000350894

In the last 90 days, SEI Investments Co insiders filed 0 open-market purchases and 11 sales; 575 institutions reported holding it in 13F filings for Q2 2026, worth $7.94B in total; Markel Group is the only superinvestor holding it.

13F holders, Q2 2025

Institutional positions in SEI Investments Co as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
564
+26 vs. Q1 2025
Shares held
90.1M
−3.55M (−3.8%) vs. Q1 2025
Total value
$8.09B
+$829.7M (+11.4%) vs. Q1 2025
New holders
105
184 more added
Sold out
79
197 more reduced

8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SEIC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 564 institutions
Q1 2021: 443 institutionsQ2 2021: 440 institutionsQ3 2021: 446 institutionsQ4 2021: 472 institutionsQ1 2022: 465 institutionsQ2 2022: 456 institutionsQ3 2022: 433 institutionsQ4 2022: 446 institutionsQ1 2023: 444 institutionsQ2 2023: 458 institutionsQ3 2023: 462 institutionsQ4 2023: 491 institutionsQ1 2024: 475 institutionsQ2 2024: 493 institutionsQ3 2024: 502 institutionsQ4 2024: 540 institutionsQ1 2025: 546 institutionsQ2 2025: 564 institutionsQ3 2025: 550 institutionsQ4 2025: 562 institutionsQ1 2026: 569 institutionsQ2 2026: 575 institutions
Value heldQ2 2025: $8.09B
Q1 2021: $5.97BQ2 2021: $6.04BQ3 2021: $5.73BQ4 2021: $5.94BQ1 2022: $5.81BQ2 2022: $5.18BQ3 2022: $4.63BQ4 2022: $5.45BQ1 2023: $5.36BQ2 2023: $5.53BQ3 2023: $5.63BQ4 2023: $5.90BQ1 2024: $6.77BQ2 2024: $6.02BQ3 2024: $6.35BQ4 2024: $7.52BQ1 2025: $7.27BQ2 2025: $8.09BQ3 2025: $7.51BQ4 2025: $7.31BQ1 2026: $7.06BQ2 2026: $7.94B
Institutions holding SEIC and their total value by quarter
QuarterHoldersValue
Q2 2026575$7.94B
Q1 2026569$7.06B
Q4 2025562$7.31B
Q3 2025550$7.51B
Q2 2025564$8.09B
Q1 2025546$7.27B
Q4 2024540$7.52B
Q3 2024502$6.35B
Q2 2024493$6.02B
Q1 2024475$6.77B
Q4 2023491$5.90B
Q3 2023462$5.63B
Q2 2023458$5.53B
Q1 2023444$5.36B
Q4 2022446$5.45B
Q3 2022433$4.63B
Q2 2022456$5.18B
Q1 2022465$5.81B
Q4 2021472$5.94B
Q3 2021446$5.73B
Q2 2021440$6.04B
Q1 2021443$5.97B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding SEI Investments Co; share changes are against Q1 2025.

Institutions holding SEIC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bartlett & Co. Wealth Management LLC131$11.8K0.00%00.0%Unchanged
Global X Japan Co., Ltd.129$11.6K0.00%−55−29.9%Reduced
GWM Advisors LLC129$11.6K0.00%+4+3.2%Added
JFS Wealth Advisors, LLC108$9.71K0.00%+11+11.3%Added
Annis Gardner Whiting Capital Advisors, LLC106$9.53K0.00%+106New
Prestige Wealth Management Group LLC105$9.44K0.00%00.0%Unchanged
Innovative Advisory Group, LLC100$8.99K0.01%−900−90.0%Reduced
CIBC Private Wealth Group, LLC96$8.63K0.00%−127−57.0%Reduced
Zions Bancorporation, National Association95$8.54K0.00%−1−1.0%Reduced
CVA Family Office, LLC94$8.45K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC87$7.82K0.01%+17+24.3%Added
Vermillion & White Wealth Management Group, LLC83$7.46K0.00%+83New
Larson Financial Group LLC81$7.32K0.00%+48+145.5%Added
Farmers & Merchants Investments Inc81$7.28K0.00%00.0%Unchanged
Hantz Financial Services, Inc.75$7.00K0.00%+63+525.0%Added
Bell Investment Advisors, Inc63$5.66K0.00%00.0%Unchanged
UMA Financial Services, Inc.63$5.66K0.00%+43+215.0%Added
Trust Co of Vermont63$5.66K0.00%00.0%Unchanged
Bare Financial Services, Inc62$5.57K0.00%+53+588.9%Added
Bogart Wealth, LLC58$5.21K0.00%+58New
Private Wealth Management Group, LLC57$5.12K0.00%−3−5.0%Reduced
Parkside Financial Bank & Trust56$5.03K0.00%+19+51.4%Added
Avion Wealth58$5.00K0.00%+31+114.8%Added
Harbour Investments, Inc.55$4.94K0.00%−1−1.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.53$4.76K0.00%−78,248−99.9%Reduced
Altshuler Shaham Ltd49$4.40K0.00%−1−2.0%Reduced
Montag A & Associates Inc46$4.13K0.00%00.0%Unchanged
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund49$4.00K0.00%−23,385−99.8%Reduced
Carolina Wealth Advisors, LLC43$3.86K0.00%00.0%Unchanged
True Wealth Design, LLC42$3.77K0.00%+8+23.5%Added
Grove Bank & Trust42$3.77K0.00%00.0%Unchanged
Assetmark, Inc42$3.77K0.00%+29+223.1%Added
Fortitude Family Office, LLC41$3.68K0.00%+41New
Crowley Wealth Management, Inc.40$3.59K0.00%00.0%Unchanged
Rothschild Investment LLC40$3.59K0.00%+20+100.0%Added
Twin Peaks Wealth Advisors, LLC40$3.52K0.00%+40New
St Germain D J Co Inc35$3.15K0.00%00.0%Unchanged
Colonial Trust Co34$3.06K0.00%+34New
Red Tortoise LLC33$2.96K0.00%00.0%Unchanged
Hughes Financial Services, LLC33$2.91K0.00%−2−5.7%Reduced
Sunbelt Securities, Inc.35$2.89K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.28$2.52K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC27$2.43K0.00%+27New
First Command Advisory Services, Inc.25$2.25K0.00%00.0%Unchanged
North Capital, Inc.22$1.98K0.00%00.0%Unchanged
Granite FO LLC21$1.89K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC19$1.71K0.00%+19New
Cromwell Holdings LLC13$1.17K0.00%+13New
Winthrop Capital Management, LLC12$1.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd13$1.00K0.00%+13New
HFM Investment Advisors, LLC11$9880.00%+8+266.7%Added
Financial Management Professionals, Inc.10$8990.00%00.0%Unchanged
Highline Wealth Partners LLC9$8090.00%−2−18.2%Reduced
Stephens Consulting, LLC8$7190.00%+8New
Bay Harbor Wealth Management, LLC6$5390.00%+3+100.0%Added
SBI Securities Co., Ltd.6$5390.00%+4+200.0%Added
Raleigh Capital Management Inc.5$4520.00%+5New
Manchester Capital Management LLC5$4500.00%00.0%Unchanged
WealthTrak Capital Management LLC5$4500.00%00.0%Unchanged
AdvisorNet Financial, Inc5$4490.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$3590.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1$900.00%00.0%Unchanged
TFC Financial Management1$900.00%00.0%Unchanged
Fairman Group, LLC1$760.00%00.0%Unchanged
Activest Wealth Management0$00.00%−5−100.0%Sold out
Aware Super Pty Ltd as trustee of Aware Super0$00.00%−363,058−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−220,410−100.0%Sold out
Achmea Investment Management B.V.0$00.00%−154,627−100.0%Sold out
Candriam Luxembourg S.C.A.0$00.00%−135,207−100.0%Sold out
Holocene Advisors, LP0$00.00%−106,626−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−106,499−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−97,573−100.0%Sold out
Zacks Investment Management0$00.00%−89,116−100.0%Sold out
Andra AP-fonden0$00.00%−79,100−100.0%Sold out
West Coast Financial LLC0$00.00%−62,059−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−48,792−100.0%Sold out
PGGM Investments0$00.00%−42,444−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−39,900−100.0%Sold out
Algert Global LLC0$00.00%−38,744−100.0%Sold out
Lansforsakringar Fondforvaltning AB (publ)0$00.00%−35,376−100.0%Sold out
Element Capital Management LLC0$00.00%−34,813−100.0%Sold out
Resona Asset Management Co.,Ltd.0$00.00%−32,265−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−32,182−100.0%Sold out
Mediolanum International Funds Ltd0$00.00%−31,853−100.0%Sold out
Bright Rock Capital Management, LLC0$00.00%−27,600−100.0%Sold out
Storebrand Asset Management AS0$00.00%−26,904−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−26,840−100.0%Sold out
TrimTabs Asset Management, LLC0$00.00%−26,671−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−25,385−100.0%Sold out
Macquarie Group Ltd0$00.00%−24,762−100.0%Sold out
Forsta Ap-Fonden0$00.00%−23,900−100.0%Sold out
Oliver Luxxe Assets LLC0$00.00%−22,606−100.0%Sold out
British Columbia Investment Management Corp0$00.00%−20,965−100.0%Sold out
AlTi Global, Inc.0$00.00%−18,991−100.0%Sold out
DnB Asset Management AS0$00.00%−18,920−100.0%Sold out
Allstate Corp0$00.00%−17,739−100.0%Sold out
IFM Investors Pty Ltd0$00.00%−16,391−100.0%Sold out
Nissay Asset Management Corp0$00.00%−13,897−100.0%Sold out
FORA Capital, LLC0$00.00%−12,758−100.0%Sold out
Sumitomo Mitsui DS Asset Management Company, Ltd0$00.00%−12,553−100.0%Sold out